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Wells Fargo

2,557 hedge funds and large institutions have $178B invested in Wells Fargo in 2024 Q4 according to their latest regulatory filings, with 457 funds opening new positions, 830 increasing their positions, 938 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 457 | Existing positions closed: 97

47% more funds holding in top 10

Funds holding in top 10: 6088 (+28)

25% more capital invested

Capital invested by funds: $143B → $178B (+$35.4B)

14% more funds holding

Funds holding: 2,2402,557 (+317)

14% more call options, than puts

Call options by funds: $5.27B | Put options by funds: $4.62B

1.66% more ownership

Funds ownership: 74.23%75.89% (+1.7%)

12% less repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 938

Holders
2,557
Holders Change
+317
Holders Change %
+14.15%
% of All Funds
33.68%
Holding in Top 10
88
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+46.67%
% of All Funds
1.16%
New
457
Increased
830
Reduced
938
Closed
97
Calls
$5.27B
Puts
$4.62B
Net Calls
+$649M
Net Calls Change
+$1.43B
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
1626
John W. Brooker & Co
California
$497K
GAA
1627
Global Assets Advisory
Florida
$495K -$42.8K -627 -8%
MA
1628
MONECO Advisors
Connecticut
$493K +$9.15K +134 +2%
Bank Julius Baer & Co
1629
Bank Julius Baer & Co
Switzerland
$493K +$144K +2,103 +49%
TIM
1630
Thompson Investment Management
Wisconsin
$493K -$70.7K -1,036 -13%
CB
1631
Cadence Bank
Mississippi
$492K -$2.66K -39 -0.6%
LC
1632
Lincoln Capital
Nebraska
$492K +$137 +2 +0%
KA
1633
Kearns & Associates
California
$492K
WTA
1634
Washington Trust Advisors
Massachusetts
$491K +$11.5K +169 +2%
SC
1635
Schulhoff & Co
Ohio
$490K +$137 +2 +0%
SFG
1636
SNS Financial Group
Minnesota
$489K -$49.8K -729 -9%
LA
1637
LVW Advisors
New York
$488K -$88K -1,289 -16%
LI
1638
LRI Investments
Florida
$487K -$17.5K -257 -4%
FFA
1639
Founders Financial Alliance
North Carolina
$487K +$5.12K +75 +1%
FLPIM
1640
F.L. Putnam Investment Management
Massachusetts
$486K +$66K +966 +16%
GWWM
1641
Great Waters Wealth Management
Minnesota
$486K +$5.87K +86 +1%
HWA
1642
HHM Wealth Advisors
Tennessee
$484K -$51.3K -752 -10%
MIC
1643
Means Investment Company
Maine
$482K +$1.23K +18 +0.3%
SIM
1644
SSI Investment Management
California
$482K -$478 -7 -0.1%
PSB
1645
Piscataqua Savings Bank
New Hampshire
$482K -$3.62K -53 -0.8%
RLH
1646
RD Lewis Holdings
Florida
$481K +$407K +5,968 New
RZH
1647
Relyea Zuckerberg Hanson
Connecticut
$481K +$32.6K +478 +7%
AMIM
1648
Aull & Monroe Investment Management
Alabama
$480K -$97.4K -1,427 -17%
LFG
1649
Larson Financial Group
Missouri
$478K +$46.4K +679 +11%
CL
1650
COWA LLC
Oklahoma
$478K

WFC Hedge Fund Activity: Q4 2024 in Review

2,557 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2024, worth a combined $178B — up 25% from $143B a quarter earlier.

Buyers outnumbered sellers: 457 funds opened new WFC positions and 97 closed out — a net gain of 360 holders — while 830 added to existing stakes and 938 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $970M. The largest seller was Arrowstreet Capital, cutting an estimated $1.37B.

  • 2,557 institutional investors held Wells Fargo (WFC) as of Q4 2024, up from 2,240 in Q3 2024.
  • Funds reported $178B of Wells Fargo stock for Q4 2024, up 25% quarter-over-quarter.
  • 457 funds opened new Wells Fargo positions in Q4 2024 and 97 closed out, a net change of +360 holders.
  • The largest Wells Fargo buyer in Q4 2024 was Capital Research Global Investors, an estimated $970M added.
  • The largest Wells Fargo seller in Q4 2024 was Arrowstreet Capital, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2024.